Financial Planning Adviser - City, Birmingham, United Kingdom, B1


Financial Planning Adviser - Birmingham

Basic salary £50,000 to £60,000 OTE £90,000 plus good benefits package.

Our client is One of the largest Independent Financial Adviser firms in the UK., supporting many large corporate firms and HNW private clients.

You will operate on an IFA basis, providing advice holistic financial advice across High-level Investments and Retirement Planning plus some Protection and Inheritance Tax Planning. Working with the firm's existing client portfolio you will service recurring income whilst also establishing business relationships with new clients generated through marketing initiatives and Professional Introducers.

Full paraplanning and administration support will be provided along with, a good basic salary and bonus potential and a comprehensive benefits package.

Candidates will be experienced Advisors with minimum Level 4 qualifications, working your way to chartered status. You will be experienced in providing holistic financial planning to HNW individuals, whilst demonstrating resilience, technical skills and an assured manner. Also, experience working within professional connections would be preferable.